Which feature of nCino helps save time during document preparation?

Dynamic document generation significantly enhances efficiency during the document preparation process. This feature allows users to automatically generate documents based on pre-defined templates that are populated with data directly from the nCino system. This automation means that users do not have to manually input information, reducing the potential for errors and saving time.

By leveraging data that is already stored within the platform, dynamic document generation streamlines the workflow. As a result, users can quickly create accurate and compliant documents in a fraction of the time it would take to prepare them manually. This capability is particularly valuable in a banking environment where timely and precise documentation is critical for processing loans, account openings, and other financial services.

In contrast, manual document generation is labor-intensive and prone to errors, while outsourcing document creation introduces additional delays and dependencies. Delayed document submission hampers efficiency rather than improving it. Thus, dynamic document generation stands out as the most effective solution for optimizing the document preparation process in nCino.